CNBC blogged about my comments later and a copy of the interview with WSJ's Dennis Berman is here.

I made the case as best I could in the interview but I wanted to come back to reiterate some points in a post about why I think Google is in big trouble over the next five years.

Right off the bat, I want to make clear that, when I say Google will "disappear," I do not mean go bankrupt. Google has $46 billion in cash in the bank at the moment and it generates good cash. They could make a lot of mistakes in the next 5 years, but it would be pretty hard to go bankrupt.

When I say "disappear," I mean gone from the lofty perch they currently sit on. Just in the same way that Yahoo! (YHOO) used to be the dominant name in search - and almost bought Google twice -- and now they are far from that. Their stock is 90% below their all-time high of $108 back in 1999. Even though they did more in revenue than Facebook (FB) last year, most people don't think about Yahoo at all these days next to the likes of Facebook and Google. They've lost their prominence.

Remember MySpace? Would you believe they were the 47th most popular website in the US last month, according to ComScore, with 26 million unique visitors? Neither could I. Yet, most of us think of MySpace as gone or "disappeared."

I believe Google (and Facebook) are facing down a barrel of a gun with the sudden rise of mobile in the last 12 to 18 months.

And we see that already - even though it's still early days -- in Google's results:

- Cost-per-Clicks (CPCs), which are a measure of Google's profitability per search dropped 15% last quarter compared to the prior year. But this trend has been going on for the last 18 months now of continuing decline of click profitability. When asked about it on their earnings call, Google management says not to worry and that it will eventually go back up.

- Even though Google likes to point out that their "paid clicks" keep increasing - and they have - over this time period, which shows people are still using their service, the rate of that growth has been decelerating. And these mobile clicks that are "paid," are much less profitable than the old desktop "paid" clicks.

- Google's top line search revenue -- leaving out the unprofitable large chunk of revenue they got from Motorola last quarter which pushed them up to a $14 billion quarter -- is also showing next to no growth.

- A couple of weeks ago, Macquarie's Ben Schacter pointed out that - for the first time since he started measuring this in 2006 - Google's number of organic desktop search queries actually declined. We have hit "peak search" in the desktop world and "peak search" in the mobile world is probably only a couple of years away.

- Even though, Google has a lot of big and growing businesses such as YouTube which they make a lot of display ad revenue with, their core business is still search. It's also a the source of almost all the company's profits. A couple of years ago, search was estimated to account for well over 90% of the company's profits and more than 70% of its revenues.

- I would argue that search isn't the ideal to get information on the go on a mobile device. We do it because it's the best option available to us. But, if we were starting from scratch, surely we'd come up with an easier way to do information retrieval than type into a little blue box on a small screen.

- The most intuitive way to get information while on the go with a mobile device is from a service like Siri that is voice-based and uses artificial intelligence to understand our preferences, profile, and location.

If Google does hit a ceiling in search queries, its sales growth will hit a wall and its forward price/earnings multiple (now at 14x) will contract. That will mean the stock will drop - a lot.

I don't know why we think that Facebook's stock can be halved by slowing sales growth and lower profitability from the sudden shift to mobile and that Google's stock isn't equally as vulnerable.